Vise Technologies Inc. Makes New $3.21 Million Investment in Marsh & McLennan Companies, Inc. $MRSH

Posted by Francis Steltz on Aug 22nd, 2026

Vise Technologies Inc. acquired a new stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) during the second quarter, HoldingsChannel reports. The fund acquired 19,268 shares of the financial services provider’s stock, valued at approximately $3,211,000.

Several other hedge funds and other institutional investors have also bought and sold shares of MRSH. EP Wealth Advisors LLC grew its position in Marsh & McLennan Companies by 0.8% during the second quarter. EP Wealth Advisors LLC now owns 8,337 shares of the financial services provider’s stock valued at $1,823,000 after acquiring an additional 69 shares during the last quarter. MMA Asset Management LLC lifted its position in Marsh & McLennan Companies by 1.7% in the fourth quarter. MMA Asset Management LLC now owns 4,083 shares of the financial services provider’s stock valued at $757,000 after purchasing an additional 70 shares during the last quarter. Continuum Advisory LLC grew its holdings in Marsh & McLennan Companies by 5.3% in the 1st quarter. Continuum Advisory LLC now owns 1,452 shares of the financial services provider’s stock worth $252,000 after acquiring an additional 73 shares during the last quarter. Clearstead Trust LLC grew its stake in shares of Marsh & McLennan Companies by 12.6% in the first quarter. Clearstead Trust LLC now owns 668 shares of the financial services provider’s stock worth $116,000 after purchasing an additional 75 shares during the last quarter. Finally, GRIMES & Co WEALTH MANAGEMENT LLC increased its stake in shares of Marsh & McLennan Companies by 0.9% during the fourth quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 8,883 shares of the financial services provider’s stock valued at $1,648,000 after buying an additional 79 shares during the period. Hedge funds and other institutional investors own 87.99% of the company’s stock.

Insider Buying and Selling at Marsh & McLennan Companies

In related news, insider Martin South sold 7,100 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $189.99, for a total transaction of $1,348,929.00. Following the completion of the transaction, the insider owned 16,632 shares of the company’s stock, valued at $3,159,913.68. This trade represents a 29.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO John Q. Doyle sold 16,656 shares of the stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $161.71, for a total value of $2,693,441.76. Following the completion of the sale, the chief executive officer directly owned 116,811 shares in the company, valued at approximately $18,889,506.81. This represents a 12.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 36,469 shares of company stock worth $6,291,345 over the last three months. Company insiders own 0.38% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on MRSH. Cantor Fitzgerald boosted their price objective on shares of Marsh & McLennan Companies from $210.00 to $218.00 and gave the company an “overweight” rating in a research report on Thursday, July 9th. Weiss Ratings raised shares of Marsh & McLennan Companies from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, August 7th. Wells Fargo & Company boosted their price target on shares of Marsh & McLennan Companies from $186.00 to $188.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 22nd. Morgan Stanley raised their price objective on shares of Marsh & McLennan Companies from $180.00 to $200.00 and gave the stock an “equal weight” rating in a report on Wednesday. Finally, Piper Sandler cut their price objective on Marsh & McLennan Companies from $190.00 to $182.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 26th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $203.50.

Check Out Our Latest Report on Marsh & McLennan Companies

Marsh & McLennan Companies Trading Up 1.0%

Shares of Marsh & McLennan Companies stock opened at $192.17 on Friday. Marsh & McLennan Companies, Inc. has a 12 month low of $156.60 and a 12 month high of $212.65. The stock has a market capitalization of $91.71 billion, a price-to-earnings ratio of 23.49, a P/E/G ratio of 2.73 and a beta of 0.59. The company has a debt-to-equity ratio of 1.22, a current ratio of 1.14 and a quick ratio of 1.14. The firm’s fifty day moving average price is $179.88.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last released its earnings results on Tuesday, July 21st. The financial services provider reported $2.96 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $0.07. Marsh & McLennan Companies had a net margin of 14.24% and a return on equity of 32.67%. The firm had revenue of $7.28 billion for the quarter. The firm’s revenue was up 6.2% on a year-over-year basis. Analysts predict that Marsh & McLennan Companies, Inc. will post 10.43 earnings per share for the current year.

Marsh & McLennan Companies Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Thursday, July 23rd were issued a $0.99 dividend. This represents a $3.96 dividend on an annualized basis and a yield of 2.1%. This is a boost from Marsh & McLennan Companies’s previous quarterly dividend of $0.90. The ex-dividend date was Thursday, July 23rd. Marsh & McLennan Companies’s dividend payout ratio is currently 48.41%.

Marsh & McLennan Companies Company Profile

(Free Report)

Marsh & McLennan Companies (NYSE: MMC) is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital.

The firm operates through several well-known subsidiaries and business units that specialize in distinct services.